PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Quarter Est. Return
1 Year Est. Return
-13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.42B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$55M
3
+$43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.9M
5
GILD icon
Gilead Sciences
GILD
+$29.5M

Top Sells

1
+$37.7M
2
+$29M
3
+$23M
4
MON
Monsanto Co
MON
+$21.3M
5
CVS icon
CVS Health
CVS
+$16M

Sector Composition

1 Communication Services 4.89%
2 Industrials 4.36%
3 Consumer Staples 4.3%
4 Financials 4.17%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.45M 0.04%
36,281
+15,505
152
$2.32M 0.04%
19,898
-182,473
153
$2.3M 0.04%
107,666
+41,294
154
$2.29M 0.04%
237,332
+109,999
155
$2.06M 0.03%
39,740
+1,840
156
$2.04M 0.03%
34,154
157
$1.98M 0.03%
44,719
-4,558
158
$1.94M 0.03%
53,135
+10,969
159
$1.93M 0.03%
13,140
+1,020
160
$1.78M 0.03%
33,604
+8,177
161
$1.76M 0.03%
165,888
-2,167,368
162
$1.76M 0.03%
43,915
+14,023
163
$1.76M 0.03%
43,181
+11,055
164
$1.75M 0.03%
40,804
-2,299
165
$1.74M 0.03%
31,116
+7,917
166
$1.74M 0.03%
33,107
-553,211
167
$1.52M 0.02%
12,110
-5,372
168
$1.4M 0.02%
5,777
-1,029
169
$1.38M 0.02%
9,437
-62,656
170
$1.11M 0.02%
105,942
-573,384
171
$1.06M 0.02%
+43,669
172
$1M 0.02%
18,480
+2,962
173
$1M 0.02%
172,760
+66,400
174
$978K 0.02%
16,182
-623,660
175
$901K 0.01%
3,395
-265
5 6
7
8 9